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8-K filings in December 2025, explained

619 material Form 8-K filings that 507 companies we cover made with the SEC in December 2025, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).

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ANIXAnixa Biosciences Inc Dec 11, 6:34 PM ET

Anixa Biosciences Final Phase 1 Breast Cancer Vaccine Data Meets Primary Endpoints

Positive other Written later 7.01

On December 11, 2025, Anixa Biosciences and Cleveland Clinic presented final Phase 1 data for its investigational breast cancer vaccine at the 2025 San Antonio Breast Cancer Symposium. The company said the trial met all major primary endpoints, the vaccine was safe and well tolerated at the maximum tolerated dose, and 74% of participants showed protocol-defined immune responses. The filing discloses clinical results only, with no financial figures, and the data will inform planned Phase 2 study design.

  • Trial enrolled 35 participants across three cohorts; 74% of participants demonstrated protocol-defined immune responses
  • Primary adverse event was injection-site irritation; two participants in Cohort Ic had Grade 3 adverse events of greater injection-site irritation
  • Data will inform a planned Phase 2 study, including a potential neoadjuvant combination study with Keytruda in newly diagnosed breast cancer patients
  • Trial was funded by a grant from the U.S. Department of Defense and conducted with Cleveland Clinic
Read the filing on SEC.gov ↗
RHRH Dec 11, 4:46 PM ET

RH Q3 revenue rises 9% to $884 million; net income up 9% to $36 million

Positive earnings Written later 2.02

RH reported third quarter fiscal 2025 results for the period ended November 1, 2025, with net revenues up 9% to $883.8 million and net income up 9% to $36.3 million, or $1.83 per diluted share versus $1.66 a year earlier. Adjusted operating margin of 11.6% fell below the 12.5% midpoint of the company's guidance, which management attributed to higher tariff expense and Paris opening costs, and the company updated its outlook for the fourth quarter and full year 2025.

  • Q3 net revenues $883.8 million, up from $811.7 million; net income $36.3 million, up from $33.2 million
  • Diluted net income per share $1.83 versus $1.66 in the prior-year quarter; adjusted operating margin 11.6% versus 12.5% guidance midpoint
  • Free cash flow of $83 million in Q3 and $198 million year to date; full-year 2025 free cash flow outlook $250 million to $300 million
  • Q4 2025 outlook: revenue growth of 7% to 8% and adjusted operating margin of 12.5% to 13.5%; net debt was $2.427 billion at quarter end
Read the filing on SEC.gov ↗
COSTCOSTCO WHOLESALE CORP /NEW Dec 11, 4:22 PM ET

Costco Q1 net sales rise 8.2% to $65.98 billion; diluted EPS $4.50 vs. $4.04

Positive earnings Written later 2.02

Costco reported first-quarter fiscal 2026 results for the 12 weeks ended November 23, 2025. Net sales rose 8.2% to $65.98 billion, and net income rose to $2.00 billion, or $4.50 per diluted share, from $4.04 a year earlier. Both headline sales and profit increased from the prior year, and the filing contains no updated guidance.

  • Net sales rose 8.2% to $65.98 billion from $60.99 billion a year earlier.
  • Net income was $2,001 million, or $4.50 per diluted share, versus $1,798 million, or $4.04, last year.
  • A tax benefit related to stock-based compensation was $72 million, or $0.16 per diluted share, versus $100 million, or $0.22, last year.
  • Total company comparable sales rose 6.4%; U.S. comparable sales rose 5.9%.
Read the filing on SEC.gov ↗
AVGOBroadcom Inc. Dec 11, 4:17 PM ET

Broadcom Q4 revenue rises 28% to $18.0 billion; quarterly dividend raised 10%

Positive earnings Written later 2.028.01

Broadcom reported fourth-quarter fiscal 2025 revenue of $18.0 billion, up 28% from a year earlier, and GAAP net income of $8.5 billion, or $1.74 per diluted share. The company guided first-quarter fiscal 2026 revenue to about $19.1 billion and raised its quarterly dividend 10% to $0.65 per share.

  • Q4 fiscal 2025 net revenue was $18,015 million, up 28%; GAAP diluted EPS was $1.74 versus $0.90 a year earlier.
  • Free cash flow was $7,466 million for the quarter; fiscal 2025 free cash flow was $26,914 million.
  • First-quarter fiscal 2026 revenue guidance is approximately $19.1 billion, an increase of 28% from the prior year period.
  • Quarterly dividend of $0.65 per share is payable December 31, 2025, to holders of record on December 22, 2025.
Read the filing on SEC.gov ↗
KNSLKinsale Capital Group, Inc. Dec 11, 4:11 PM ET

Kinsale Capital authorizes new $250 million share buyback after $100 million program

Positive shareholder Written later 1.018.01

Kinsale Capital Group announced that its Board authorized a new share repurchase program of up to $250 million of common stock, following completion of a previously announced $100 million program. The company also amended its note purchase agreement and credit agreement to permit restricted payments, such as share repurchases, as long as no event of default has occurred or would result, which gives the company more flexibility to return capital to stockholders.

  • Board authorized repurchases of up to $250 million of outstanding common stock, announced December 11, 2025
  • New authorization follows completion of the previously announced $100 million repurchase program
  • Third Amendment to the Note Purchase Agreement with PGIM, Inc. and Amendment No. 3 to the Credit Agreement with JPMorgan Chase Bank, N.A. revise limits on restricted payments, which previously were capped at the greater of $300 million or 6
  • Repurchases may be made in the open market, in private transactions, or through accelerated share repurchase agreements, and the program may be modified, suspended or terminated at any time
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.